See the Real Dollar Amount in Your Data

You'll work through your own ServiceTitan export step-by-step and see actual revenue opportunities from your business by minute 20. Not theory. Not a demo. Your numbers.

No Technical Skills Required

No API. No developer portal. No integrations. You export a report you already have permission to run and upload the file. That's it. Works exactly the same whether you're comfortable with spreadsheets or not.

Privacy Built In From the Start

You never upload customer names, phone numbers, or addresses. You work from customer IDs and numeric fields only, then rejoin to real people in your own spreadsheet. Your data stays yours.

Here's What You Get

This is a guided walkthrough where you follow along on your own data. You're not watching someone else's screen or taking notes to implement later. You'll learn exactly what you need—and what you don't. You'll discover the four pools of stranded revenue and identify which one to attack first. You'll pull the right report from ServiceTitan, know which filters matter, and understand which columns to keep. Most importantly, you'll get the exact prompt to run, see what good output looks like, and learn two ways to refine it if the first pass misses something. Then you'll turn that output into a CSR-ready call list with scripts, and you'll know who owns running this every month. By the end, you'll have a repeatable process you can run against all four revenue pools. But you start with one end-to-end, so you actually finish holding a real list—not notes.

Who This Is For

You're an owner, general manager, or operations leader at a residential HVAC, plumbing, or electrical company running on ServiceTitan. You've got 5 to 60 technicians in the field, you're doing $2M to $20M in revenue, and you know there's money sitting in your database that nobody's going after. You've probably been pitched AI tools before. You watched the demo, got excited, and then... nothing happened. You're skeptical of anything that sounds like a product pitch, and you're right to be. This isn't that. You're going to work your own data and see a specific dollar figure before you decide if it's worth your time. You don't need to be technical. Most of you have never touched the ServiceTitan API and never will. You read on your phone between calls. You respond to specific numbers and to people being straight with you about what a tool can and can't do.

What's Inside

5 Chapters · 5 Lessons

    1. (Included in full purchase)

      Your Data and Privacy Concerns

    1. (Included in full purchase)

      Choosing Your First Pool to Tackle

    1. (Included in full purchase)

      Preparing Your Data for Analysis

    1. (Included in full purchase)

      Refining Your Results

    1. (Included in full purchase)

      Establishing a Repeatable Process

What People Are Saying

Service business owners who've already found their stranded revenue.

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Text-only testimonials are quick to scan and can highlight the value of your product at a glance.
Jessica L.

Las Vegas, NV

The combination of text and imagery make the testimonial feel more personal and credible.
Ashley T.

Working mom

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Finally, a handbook that makes photography feel simple! It covers everything from camera settings to post-processing in a way that actually makes sense.
Anna W.

Amateur photographer

Your Stranded Revenue Isn't Going Anywhere—But Your CSR Can Start Working It Today

You already have the data. You already have the permission to run the reports. What you're missing is 60 minutes and a clear process. This course is that process. Your CSR will have a call list by end of day.

$97.00

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